Question

Sending Sample Orders - Without Creating a Customer

  • 14 April 2021
  • 2 replies
  • 23 views

I’m looking for feedback/ideas/solutions on if it is possible in Acumatica to send out a sample order from an Opportunity without having to create a customer or business account.

The goal is to not create accounts aimlessly that are not TRUE purchasing customers. 


2 replies

Userlevel 4

The distinction that indicates a real customer in Business Account is the customer status (Prospect).

The equivalent for contacts this is the contact type (Leads).

Out-of-box most  transactional screens will require a business account and/or a contact. To remove that restriction requires heavy customization because a lot of code expects the business account/contacts to be a valid value.

We’ve set up one generic account called “Customer Sample”. We use that account and input the customer’s information to generate the sample. :-)

Hope this helps.

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